+87.5%
AMZN vs ACI
+18.9%
+68.6%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.4% | +0.6% | -1.6% |
| 7D | -1.0% | -5.0% | +4.0% | -0.7% |
| 30D | -9.2% | -2.3% | -6.9% | -9.1% |
| 3M | +3.4% | -23.2% | +26.6% | +5.1% |
| 6M | +18.2% | -29.5% | +47.7% | +20.7% |
| YTD | +9.3% | -28.6% | +38.0% | +11.3% |
| 1Y | +5.9% | -34.0% | +40.0% | +8.5% |
| 3Y | +82.6% | -45.0% | +127.6% | +89.6% |
| 5Y | +44.9% | -44.0% | +88.9% | +48.4% |
| All | +87.5% | +18.9% | +68.6% | +68.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded ACI wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling